Purchases and Sales Made in Q2 2025 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q2 2025. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
68+ 6.11% |
$14.3K - $19.7K
|
1.18K
$342K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
66+ 1.28% |
$13.9K - $19.1K
|
5.24K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
65+ 0.63% |
$13.7K - $18.8K
|
10.4K
$3.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
64+ 7.06% |
$13.5K - $18.6K
|
970
$281K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
63+ 6.93% |
$13.2K - $18.3K
|
972
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
63+ 4.69% |
$13.2K - $18.3K
|
1.41K
$408K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
61+ 3.9% |
$12.8K - $17.7K
|
1.63K
$471K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
61+ 0.44% |
$12.8K - $17.7K
|
14K
$4.07M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
61+ 0.92% |
$12.8K - $17.7K
|
6.68K
$1.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
59+ 1.2% |
$12.4K - $17.1K
|
4.99K
$1.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
57+ 3.11% |
$12K - $16.5K
|
1.89K
$547K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
57+ 0.2% |
$12K - $16.5K
|
28.8K
$8.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
56+ 2.35% |
$11.8K - $16.2K
|
2.44K
$707K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
56+ 4.06% |
$11.8K - $16.2K
|
1.44K
$416K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
55+ 1.18% |
$11.6K - $15.9K
|
4.73K
$1.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
54+ 0.45% |
$11.4K - $15.7K
|
12.1K
$3.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
54New |
$11.4K - $15.7K
|
54
$15.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
53+ 0.57% |
$11.1K - $15.4K
|
9.37K
$2.72M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
53+ 0.2% |
$11.1K - $15.4K
|
26.8K
$7.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
52+ 0.46% |
$10.9K - $15.1K
|
11.3K
$3.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
49+ 0.17% |
$10.3K - $14.2K
|
28.7K
$8.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
48+ 0.81% |
$10.1K - $13.9K
|
5.99K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
48+ 0.24% |
$10.1K - $13.9K
|
20.2K
$5.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
48+ 0.63% |
$10.1K - $13.9K
|
7.64K
$2.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
48+ 0.91% |
$10.1K - $13.9K
|
5.34K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
46+ 1.02% |
$9.67K - $13.3K
|
4.54K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
46+ 18.62% |
$9.67K - $13.3K
|
293
$84.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
45+ 2.29% |
$9.46K - $13K
|
2.01K
$582K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
45+ 0.3% |
$9.46K - $13K
|
15.1K
$4.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
44+ 0.65% |
$9.25K - $12.8K
|
6.8K
$1.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
43+ 0.14% |
$9.04K - $12.5K
|
31.3K
$9.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
43+ 1.46% |
$9.04K - $12.5K
|
2.98K
$864K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
42+ 3.93% |
$8.83K - $12.2K
|
1.11K
$322K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
41+ 1.98% |
$8.62K - $11.9K
|
2.11K
$611K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
40+ 1.67% |
$8.41K - $11.6K
|
2.44K
$706K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
38+ 1.46% |
$7.99K - $11K
|
2.64K
$766K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
37+ 0.44% |
$7.78K - $10.7K
|
8.42K
$2.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
36+ 0.94% |
$7.57K - $10.4K
|
3.85K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
36+ 1.75% |
$7.57K - $10.4K
|
2.09K
$607K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
34+ 0.7% |
$7.15K - $9.86K
|
4.9K
$1.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
33+ 32.35% |
$6.94K - $9.57K
|
135
$39.1K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
31+ 0.97% |
$6.52K - $8.99K
|
3.22K
$932K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
29+ 0.55% |
$6.1K - $8.41K
|
5.31K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
28+ 2.75% |
$5.89K - $8.12K
|
1.05K
$304K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
27+ 0.14% |
$5.68K - $7.83K
|
19.5K
$5.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
27+ 0.09% |
$5.68K - $7.83K
|
29.3K
$8.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
26+ 1.28% |
$5.47K - $7.54K
|
2.06K
$596K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
25+ 0.11% |
$5.26K - $7.25K
|
23.6K
$6.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
25+ 2.01% |
$5.26K - $7.25K
|
1.27K
$368K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
24+ 2.25% |
$5.05K - $6.96K
|
1.09K
$316K
|